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Investment management

If you prefer not to manage your own investment strategy you are free to appoint a third party discretionary management service provider to take care of the day-to-day management for you.

A dedicated investment manager will create your portfolio, or portfolios, and manage it on a daily basis, within your stated limits and investment objectives.

Depending on your investment style, you can select from a variety of investment portfolio styles, ranging from more liquid, low-risk portfolios to aggressive portfolios aimed at maximising wealth generation.

Reducing the need for you to worry about individual funds and shares your appointed investment manager will undertake asset allocation, stock selection, and risk control on your behalf.

Click here to request further informationInvestment discussions will be conducted in your own language

We take a holistic approach to advising you on wealth protection and creation. You may be interested in some of our related services:

Investments and investment strategy Socially responsive investments Tax and trusts advice

The value and prices of investments can go down as well as up, and you may not get back the full amount invested. Past performance is no guarantee of future performance. Currency fluctuations will affect the value of overseas investments. Emerging markets can be more risky than developed markets. Current tax levels and reliefs may vary and will depend on your personal circumstances.


You can create and maintain the right investment strategy, whether it's to grow your wealth or invest for income.

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